How to do a group update on training using excel

Group updating a procedure from Excel sheet

To get started, please log in to the Nvolve platform as an administrator who has the necessary permissions. Once logged in, navigate to the Learning Skills & Compliance section and select either Digital Procedures or Other Training & Skills.

Select the eye icon next to the training for which you would like to perform a group update.

Next, please click on the "Show More" button, followed by the "Group Update" button located at the top right of the training details page.

On the group update page, you will find the option to initiate an Excel group update by clicking on the 'Excel Group Update' button.

Click on the 'Download Excel' button to retrieve the template that you will need to complete.

After downloading the Excel sheet, please open it and carefully enter the details of the employees you wish to include in the group update. Once you have completed this step, ensure you save the file.

Important Note:  It is essential that the First name, Last name, and Unique Identifier precisely match the corresponding names and UID on the platform; otherwise, the completions will not be updated successfully.

After organizing your Excel sheet, return to the Excel group update page on the platform. Click on the 'Browse' button to locate and select your prepared Excel file.

Select the 'Preview' button to import the employees from the Excel file. After the upload is complete, choose the appropriate training status from the dropdown menu. Finally, click on 'Complete Group Update' to finalize your changes.

Upon confirmation, you may exit the training page, having successfully completed the group update using the Excel sheet.